Investments & Wealth Academy Platform Adds to its Curated Continuing Education (CE) Content Library with New Offerings; Expands Popular Private Markets Course to Include Cerulli/Invesco Research New Academy Offerings Include Digital Bundle of Select In-person Experience Conference Sessions, Global Financial Planning Certificate Course, and Advice and Planning Microcourse
Denver, CO
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May 13, 2024 01:26 PM Eastern Daylight Time
The Investments & Wealth Institute (“the Institute”), the leading membership organization and credentialing body for financial advisors and wealth management professionals, has unveiled a robust selection of new offerings on its Academy LMS platform (“the Academy”) and enhanced a popular certificate program. These updates underscore the Institute’s ongoing commitment to monitor and address the evolving investment and planning needs advisors have with respect to optimizing their clients’ financial lives. By providing timely, relevant, and world-class educational content, the Institute continually delivers applicable tools and strategies advisors can leverage to add value for the clients they serve.
NEW OFFERINGS
Best of Experience 2024 Bundle – Capitalizing on the extensive, high-quality programming that drives the Institute’s annual Experience conference, the Academy has digitally transformed the in-person event into a comprehensive online bundle eligible for up to 10 CE credits, including 4 tax & regulations credits, for CIMA®, CPWA®, and RMA® certifications (also eligible for 10 CFP® CE credits).
The select conference sessions featuring leading practitioners and thought leaders in the industry include:
- “Critical Tax Planning Update: Looking Ahead to Uncertain Times” (Steve Siegel, JD, LLM)
- “Estate Tax Planning Ahead of the Sunset: Key Things to Remember” (Sara Dorosti, JD)
- “Bitcoin, Your Portfolio, and the Future of Finance” (Matt Hougan)
- “Strategic Tax Deferral Techniques for Real Property Sales” (Marty Verdick, CPA)
- “Wealth Continuity: Navigating Generational Transitions with Purposeful Planning” (Leslie Geller, JD, LLM)
- “Crafting Wealth in the Digital Era: What You Need to Know About Custom Indexing” (Noel Pacarro Brown, CIMA®, CPWA®, Liz Michaels, Emily Gray)
- “The Most Aggressive Fed in History” (Danielle DiMartino Booth)
- “Beyond Numbers: The Human Side of Financial Planning and Cognitive Decline” (Annalee Kruger
- “Tax Strategies for Business Owners and Advising Clients on the Choice of Business Entity” (Steve Parrish, JD, AEP, ChFC, RICP, CLU)
- “Exploring Opportunities in Private Credit” (Earl Hunt, Corey Silva, CIMA®, CIMC®)
Global Financial Planning Essentials – This new certificate program focuses on international and cross-border planning and is an in-depth, 15-hour program broken down into three models, which are:
- Module 1 – “Introduction to Cross-Border Planning”
- Module 2 – “Tax and Immigration Planning”
- Module 3 – “Investments, Retirement, and Other Planning Considerations”
The course curriculum, developed through a strategic partnership with the Global Financial Planning Institute, outlines how ongoing uncertainty in various political, regulatory, and economic environments has led many affluent clients and their families around the world to consider ‘diversification’ not only in terms of their investments — but also in where they live and conduct business so that they may protect their lifestyles and preserve wealth for future generations. It is eligible for 15 hours of CE credit, including 5 hours of tax & regulations CE, for CIMA®, CPWA®, and RMA® certifications (also eligible for 15 CFP® CE credits).
Advice and Planning – This new, concise yet comprehensive microcourse is tailored for advisors and financial professionals seeking to deepen their understanding of advice and planning, which is rooted in two fundamental tenets:
- The financial planning process is most effective in a trust-based, advisor-client relationship.
- The financial planning process is both sequential and recursive.
This course covers the four-step financial planning process and touches upon the concept of advice engagement — highlighting strategies for fostering more meaningful client conversations and delivering advice in a more effective manner. Through a blend of theoretical frameworks, practical insights, and interactive exercises, this course is designed to help advisors navigate the complexities of financial planning with confidence, integrity, and a client-centric focus. It is eligible for 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications (also eligible for 1 CFP® CE credit).
ENHANCED OFFERING
Private Markets for Advisors – This certificate program provides advisors with the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure, and it is designed for professionals who wish to learn valuable best practices to implement alternative strategies into their practice. It breaks down the various strategies and provides guidance on the role of private market investments in diversified portfolios.
This program was originally developed as a 12-hour certificate course but has just been enhanced to include an additional 3 hours of new content that incorporates insights and best practices from a Q4 2023 research study, Adapting to Growing Private Markets: A Playbook for Practice Success, conducted by Cerulli, in collaboration with Invesco and the Institute.
The research highlights the potential benefits for financial advisors in offering private markets investments. Despite recognition of the importance of diversification and growing demand for private market exposure, many advisors allocate only a small portion of client portfolios to alternative investments due to challenges such as lack of liquidity, client education needs, and product complexity. The study suggests a need for enhanced education and support, particularly focusing on communication, coordination, and resources for advisors to better understand and articulate the benefits of private markets to their clients. The research draws insights from a comprehensive survey of 200+ advisors, primarily those holding certifications from the Institute, and provides guidance for practice success in navigating the complexities of alternative investments.
The certificate course is eligible for 15 hours of CE credit for CIMA®, CPWA®, and RMA® certifications (also eligible for 15 CFP® CE credits).
To learn more about the Academy offerings, log in or create an account on the homepage of the Institute’s website (by accessing ‘My Dashboard’ in the upper right corner).
About the Investments & Wealth Institute
Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications—the Institute delivers Ivy league-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients. Learn more at www.investmentsandwealth.org.
Contact Details
Joseph Bish
+1 303-850-3076
Allison Edmondson
+1 303-850-3207
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